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Migration guide · 02

Migrating from Square.

Square is one of the cleanest exports we work with. About 10 minutes of clicking through the Dashboard gets us everything we need — and we usually have your menu rebuilt inside Shareabill within 2–4 business days.

10 min on your side 2–4 business days end-to-end CSV / Excel export · self-serve
What we'll need from you

Two main exports. Square bundles a lot of data into the Item Library file, which makes this the fastest migration we offer.

Step-by-step
  1. Sign in to your Square Dashboard

    Open squareup.com/dashboard in any browser. Use the account owner's login — staff accounts with limited permissions can't run library exports.

    Multi-location tip: If you operate more than one venue, switch to a specific location's Dashboard before exporting (top-right location selector). Otherwise the export pulls all locations into one file, which we can still split — but per-location is cleaner.
  2. Export your Item Library

    From the left sidebar, navigate to:

    Items & services Items Item library
    Actions ▾ → Export Library

    Click the Actions button at the top right, then Export Library. You'll see a choice between Excel (.xlsx) and CSV.

    Choose Excel (.xlsx), not CSV. Square strongly recommends this — it preserves SKU formatting (CSV often mangles leading zeros and converts long numbers to scientific notation). We can read both, but Excel is more reliable.

    Choose All items when prompted, then click Export. The file downloads automatically.

  3. Export your Customer Directory

    Navigate to:

    Customers Directory
    ⬇ Export customers

    Click Export customers. Square generates a CSV with names, emails, phone numbers, and basic visit history.

    Privacy note: Under DIFC Data Protection Law, transferring guest contact data requires that your existing privacy notice covers transfer to platforms like Shareabill. Your migration agreement includes this confirmation. Guests can also opt out of the migrated record at any time.
  4. (Optional) Export sales history

    If you want Shareabill's analytics dashboard populated from day one:

    Reporting Sales summary
    Set range: Last 12 months → ⬇ Export

    Set the date range to the last 6–12 months and click Export. Choose CSV format. Skip this step if you'd rather start fresh.

  5. Upload everything to your secure portal

    After you submit the onboarding form, we email you a unique upload link. Drop your Excel file and CSVs in — they're encrypted in transit and at rest, and only your assigned migration specialist sees them.

    You don't need to rename or organize the files. Just drop them in.

  6. Review the preview, go live

    Within 2–4 business days, you receive a side-by-side preview: your Square Item Library on one side, the rebuilt Shareabill menu on the other. Flag anything that looks wrong — wrong category, missing modifier, price mismatch — and we fix it.

    When you click approve, your QR codes activate.

Common questions

Square for Restaurants users — anything different?

Slightly. The Square for Restaurants Menu builder is separate from the Item Library. To export your menu specifically, create a category in your Item Library called "Menu," tag your dishes to it, then filter by that category before clicking Actions → Export library → Items matching applied filters.

My SKUs got converted to scientific notation in Excel

Classic Excel issue. Don't open the CSV directly — instead, in Excel use File → Import, choose CSV, and mark the SKU column as "Text" before clicking finish. Or just send us the .xlsx file (recommended) instead of CSV — Excel format preserves SKU formatting natively.

What about my Square loyalty program data?

If you have Square Loyalty enabled, the Customer Directory export includes loyalty point balances. We'll migrate those into Shareabill's rewards system and reach out if any guest's tier needs manual confirmation.

Can I keep using Square while we migrate?

Yes. Most restaurants run both for a week or two during the transition. Square keeps processing in-person card payments; Shareabill takes over QR ordering and bill-splitting on the day you go live. Cut over fully whenever you're ready.

Ready to start your migration? We'll guide you through it.

Submit your onboarding form and a migration specialist will reach out within 24 hours to schedule a 30-minute walkthrough — or just send the files and we'll take it from there.